+1,046.6%
AXON vs ITOT
+287.5%
+759.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.2% |
| 7D | +0.8% | +2.5% | -1.7% | -2.2% |
| 30D | -22.8% | -1.7% | -21.1% | -21.1% |
| 3M | -48.8% | -3.4% | -45.4% | -46.5% |
| 6M | -16.3% | +2.1% | -18.4% | -17.8% |
| YTD | -44.5% | +11.5% | -56.0% | -50.7% |
| 1Y | -43.4% | +13.6% | -57.0% | -50.8% |
| 3Y | +44.3% | +77.2% | -32.9% | -25.1% |
| 5Y | +85.1% | +64.4% | +20.7% | +6.6% |
| All | +1,046.6% | +287.5% | +759.1% | +218.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ITOT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling